Filed August 18, 2015
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,171 | $69,010-28.7% | $159,960-69.3% | $68,494-28.2% |
| Participation rate | 96.1% | 65.4%+30.7pp | 78.0%+18.1pp | 67.9%+28.2pp |
| Annual return | -17.32% | -9.65%-7.7pp | 408.60%-425.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,068 | $2,213-51.7% | $4,226-74.7% | $2,596-58.8% |
| Participant deferral / active EE | $6,530 | $4,212+55.0% | $6,182+5.6% | $4,027+62.2% |
| Admin fee / account holder | $1,081 | $4,798-77.5% | $8,698-87.6% | $5,403-80.0% |